Filed January 25, 2016 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,515 | $87,834-61.8% | $133,975-75.0% | $62,881-46.7% |
| Participation rate | 98.6% | 83.4%+15.2pp | 87.1%+11.5pp | 69.3%+29.2pp |
| Annual return | 6.86% | 12.05%-5.2pp | 29.29%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,615 | $3,482-24.9% | $5,211-49.8% | $2,281+14.6% |
| Participant deferral / active EE | $2,035 | $4,812-57.7% | $6,282-67.6% | $3,203-36.5% |
| Admin fee / account holder | $2,307 | $5,372-57.1% | $9,324-75.3% | $4,296-46.3% |